+113.0%
PLTU vs EFV
+61.4%
+51.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -3.7% |
| 7D | -17.7% | -2.0% | -15.7% | -13.8% |
| 30D | -12.5% | -0.2% | -12.3% | -12.0% |
| 3M | +39.5% | +9.1% | +30.4% | +14.4% |
| 6M | -7.0% | +11.7% | -18.7% | -30.3% |
| YTD | -38.1% | +17.0% | -55.1% | -61.4% |
| 1Y | -36.0% | +26.7% | -62.7% | -69.0% |
| All | +113.0% | +61.4% | +51.5% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EFV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling